DVRCX Mutual Fund

NAV$14.08

Returns Overview

1 Month
+1.00%
3 Months
+0.64%
6 Months
+0.57%
YTD
+1.51%
1 Year
+3.14%
3 Years (annualized)
+7.69%
5 Years (annualized)
+4.25%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVRCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+3.47%
vs Peers
-1.96%

DVRCX Mutual Fund Performance

DVRCX performance across multiple time periods: 1-month 1.00%, YTD 1.51%, 1-year 3.14%, 3-year 7.69%, 5-year 4.25%, 10-year 4.00%.

DVRCX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

DVRCX performance comparison shows side-by-side returns with another fund. DVRCX alternatives are available in the Mutual Fund Screener.